-73.8%
ORKA price history and return analytics
+229.8%
-303.6%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.2% |
| 7D | -0.1% | -1.1% | +1.0% | +0.6% |
| 30D | -14.0% | -1.0% | -13.0% | -13.4% |
| 3M | +34.9% | +3.2% | +31.8% | +32.1% |
| 6M | +168.5% | +12.5% | +156.0% | +149.1% |
| YTD | +204.8% | +14.1% | +190.7% | +180.6% |
| 1Y | +472.0% | +18.9% | +453.1% | +414.2% |
| 3Y | +598.2% | +74.1% | +524.2% | +414.4% |
| 5Y | +369.3% | +66.9% | +302.4% | +251.2% |
| All | -73.8% | +229.8% | -303.6% | -84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling